'Send by email' in transactions

• Send print templates by email
• Publish print templates via link
• Bundle sending
• Email sending access rights
• Reply-to email address
• Prevent emails from getting into spam

Send print templates by email

You can send documents related to the transactions (invoices, contract, etc.) to your counterparties by email right in the Kladana workspace. Customize existing print templates or add your own templates to Kladana.

The procedure is the same for any print templates. Consider the example of Sales Invoice sending.

1. In the Kladana workspace, select Sales → Sales Invoices.
2. Select the invoice in the list of your Sales Invoices.
3. Click Send and select the print template in the drop-down menu.
4. Enter the counterparty email address.
5. Edit the Subject and the Email message text, if necessary.
   The {link} and {attachment} expressions should not be edited or deleted from the body of an email message. They are required to insert a link or a file into the email.
6. Choose how to send the invoice — as a download link or as an attachment. If you prefer to attach the template, select the file format — Excel or PDF.
7. Click Send email.

Publish print templates via link

You can also send a link to a print template without sending an email.

1. In the Kladana workspace, select the transaction to send.
2. Click Send and select the print template in the drop-down menu.
3. Enter the counterparty email address. Edit the Subject and the Email message text, if necessary.
4. Select Send as a download link. Click Show Link.
5. Click Copy.
6. Click Close.
   
7. Paste the link into a message or another email.

The link gives access to the latest version of the print template, even if you edit it after sending the link.

The number of sent print templates is displayed on the Send button. The print templates are marked as Sent.

To delete the published link, go to the email sending window, and click Delete near the link.

Bundle sending

You can send a set of print templates related to the same sale at a time.

1. In the Kladana workspace, open the transaction card.
2. Click Send and select Bundle Sending in the drop-down menu.
3. Select the print templates to send using checkboxes.
4. Specify the number of copies for every selected print template.
5. Click Next.
   
6. Follow the instructions from step 4.

Email sending access rights

Employees (except administrators) can send print templatetemplate%MCEPASTEBIN%